China’s Personal Luxury Goods Market – Growth & Profitability Outlook

  • Public Equity
  • Consumer
  • Greater China


Former VP at French luxury retailer


  • Organic sales growth outlook across categories, including differences between hard and soft luxury goods
  • Channel mix analysis – retail growth and online outlook
  • Competitive analysis – Gucci (PAR: KER) vs Hermès (PAR: RMS) vs Louis Vuitton (PAR: MC)
  • Profitability outlook and expansion opportunities across beauty category


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